Thursday, April 14, 2016

CRM Audit Counts Report

During our first few deployment weeks, management wanted some metrics showing user activity. If you have auditing turned on CRM will track when Opportunities or Accounts are changed and will show who changed them. The actual change is not logged but you can at least so who made a change.

Management decided this metric would bring them some value so we created a quick SQL Job to send out a daily Audit report. This query will give you a count of all the Opportunity and Account changes over the last 5 days.

The script contains a hack needed to make the CSV display correctly in Excel. So the [sep=," portion of the script is a special character the Excel will ignore. If you open the CSV in a text editor you will see this special character. The consumers of this data would only use Excel to open the CSV the hack works great for this purpose.


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